Axis Momentum Fund Direct Growth
Get the latest NAV of Axis Momentum Fund Direct Growth. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.
₹9.19
1D
NAV as on 13 Jun 2025
/per year
Since Inception
▲▼
1242 people have invested ₹ 35.1L in Axis Momentum Fund Direct Growth in the last three months
Axis Momentum Fund Performance vs. Nifty 500
Fund returns vs Benchmark returns vs Category Average returns as on (13-Jun-25)
The fund has underperformed the benchmark (Nifty 500) over the last 1Y, 3Y, 5Y time periods.
Peer comparison
Axis Momentum Fund Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
Axis Momentum Fund Asset Allocation
See fund asset allocation details as on (14-Jun-25)
Fund Distribution
as on (14-Jun-25)
Equity 93%
Debt & Cash 7%
Axis Momentum Fund Sector Allocation
See fund sector allocation details as on (14-Jun-25)
Sector Allocation
Equity 93%
Debt & Cash 7%
Top 3 Sectors in May were Financial Services, Tech & Basic Materials
Financial Services
30%
Tech
19%
Basic Materials
11%
Financial Services
30%
Tech
20%
Basic Materials
12%
Axis Momentum Fund Holdings Details
as on (31-May-25)
Equity
Axis Momentum Fund Direct Growth Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 0.5% |
Benchmark | Nifty 500 TR INR |
| AUM | ₹1324 Cr |
| Inception Date | 12 December, 2024 |
| Min Lumpsum/SIP | ₹100/₹500 |
Exit Load | 1.0% |
| Lock In | No Lock-in |
TurnOver | 0% |
| STCG | Selling mutual fund before 1 year, returns taxed at 20%. |
| LTCG | After 1 year, 12.5% tax on returns over ₹1.25 lakh/year. |
| Risk |   Very High Risk |
About Axis Momentum Fund
Axis Momentum Fund Direct Growth is an equity fund. This fund was started on 12 December, 2024. The fund is managed by . The fund could potentially beat inflation in the long-run.
Key Parameters
- Axis Momentum Fund Direct Growth has ₹1324 Cr worth of assets under management (AUM) as on May 2025 and is less than category average.
- The fund has an expense ratio 0.5.
Returns
Axis Momentum Fund Direct Growth has given a CAGR return of -8.10% since inception.
Holdings
Axis Momentum Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Financial Services, Tech, Basic Materials, Communication, Health, Industrial, Consumer Cyclical, Consumer Defensive, Energy, Real Estate, Utilities. Its top holdings are ICICI Bank Ltd, Bharti Airtel Ltd, Mahindra & Mahindra Ltd, Bajaj Finance Ltd, Divi's Laboratories Ltd
Taxation
As it is a equity - other mutual fund the taxation is as follows:For short term (less than a year) capital gains will be taxed at 20%For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefitDividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.
Investment objective of Axis Momentum Fund Direct Growth
The Scheme aims to provide long-term capital growth from an actively managed diversified portfolio of equity & equity-related securities of companies that exhibit strong momentum. The selection of securities will be based on a quantitative model that will aim to maximize momentum exposure based on various parameters. There is no assurance that the investment objective of the scheme will be achieved.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 100.00 and for SIP is INR 500.00. Axis Momentum Fund Direct Growth has no lock in period.
- AUM of the fund stands at 1.3K Cr as of May'25
- AUM increased by 30.4 Cr between May'25 and Apr'25
More funds from Axis
3Y CAGR
▲ 31.02
3Y CAGR
▲ 30.66
3Y CAGR
▲ 28.71
3Y CAGR
▲ 28.33
5Y CAGR
▲ 32.97
Frequently Asked Questions for Axis Momentum Fund Direct Growth
How do I invest in Axis Momentum Fund?
- Download the INDmoney app.
- Search for ‘Axis Momentum Fund’.
- Select whether you want to invest in SIP or lump sum.
- Enter the amount you wish to invest.
- Set up payments via bank mandate or UPI.